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Marcus & Millichap

184 hedge funds and large institutions have $820M invested in Marcus & Millichap in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 49

0.08% less ownership

Funds ownership: 62.67%62.59% (-0.08%)

3% less funds holding

Funds holding: 190184 (-6)

9% less capital invested

Capital invested by funds: $902M → $820M (-$81.6M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
90
Reduced
49
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPGA
151
Grandeur Peak Global Advisors
Utah
$63K -$10M -264,479 -99%
Macquarie Group
152
Macquarie Group
Australia
$53K -$23.8K -628 -39%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$50.7K +$6.13K +162 +12%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K -$531K -14,052 -92%
UB
155
UMB Bank
Missouri
$35K +$1.78K +47 +5%
FHA
156
First Horizon Advisors
Tennessee
$32K +$1.06K +28 +3%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$25K
QCG
158
Quadrant Capital Group
Ohio
$24K +$21.9K +580 +384%
WFA
159
Wipfli Financial Advisors
Wisconsin
$23K +$25.8K +683 New
IA
160
IFP Advisors
Florida
$22K -$76 -2 -1%
TWA
161
TCI Wealth Advisors
Arizona
$10K +$38 +1 +0.3%
SWA
162
Sutton Wealth Advisors
Florida
$9.18K -$454 -12 -4%
PA
163
Parallel Advisors
California
$9K -$7.98K -211 -44%
S
164
SignatureFD
Georgia
$9K +$6.35K +168 +145%
EI
165
Ellevest Inc
New York
$8K +$6.88K +182 +325%
LC
166
Lindbrook Capital
California
$6K -$1.14K -30 -14%
PTC
167
Private Trust Company
Ohio
$5K
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$4K
MAM
169
Meeder Asset Management
Ohio
$3K -$870 -23 -21%
VCM
170
Versant Capital Management
Arizona
$3K -$454 -12 -12%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$1K -$4.39K -116 -81%
TFA
172
Transamerica Financial Advisors
Florida
$1K
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$1K +$605 +16 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$1K +$756 +20 New
C
175
Covestor
United Kingdom
$1K +$983 +26 +163%

MMI Hedge Fund Activity: Q3 2022 in Review

184 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q3 2022, worth a combined $820M — down 9% from $902M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MMI and 23 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 90 added.

The largest buyer was Janus Henderson Group, adding an estimated $20.4M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $10M.

  • 184 institutional investors held Marcus & Millichap (MMI) as of Q3 2022, down from 190 in Q2 2022.
  • Funds reported $820M of Marcus & Millichap stock for Q3 2022, down 9% quarter-over-quarter.
  • 23 funds opened new Marcus & Millichap positions in Q3 2022 and 28 closed out, a net change of -5 holders.
  • The largest Marcus & Millichap buyer in Q3 2022 was Janus Henderson Group, an estimated $20.4M added.
  • The largest Marcus & Millichap seller in Q3 2022 was Grandeur Peak Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2022.